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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Mark Fowler who wrote (9353)10/25/2001 4:53:23 AM
From: fedhead  Read Replies (2) | Respond to of 57684
 
Here are some of the leaders thus far JNPR, QLGC, BRCD, EMLX, GNSS, NVDA. Let us see which one holds up the best in
the next NASDAQ correction. It seems to me that the market by ignoring all the lousy earnings reports from the techs is
anticipating a much stronger recovery in 2002. If that is
indeed the case most of the techs should smash estimates in 2002.

Anindo



To: Mark Fowler who wrote (9353)10/25/2001 11:55:05 AM
From: Bill Harmond  Read Replies (3) | Respond to of 57684
 
Affymetrix (AFFX) 25.44 +3.91: -- Before Open -- Merrill Lynch upgrades to near-term BUY from near-term Neutral rating with price target of $33 as Q3 results were well ahead of expectations; back on a 25% top-line growth path GeneChip sales performance in Q3 indicates that the problems plaguing AFFX earlier this year - a major product recall and customer inventory stocking - have been resolved


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